The key to staying on top of your invoices and accounts receivable is letting customers know the current status of their invoices. InvoiceSherpa allows you to easily automate the entire process and will send out reminders when:
An invoice is created
The invoice is past due
A due date is coming up
A thank you when payment has been received
Recurring charges are popular with monthly subscriptions, SaaS-based business or monthly fixed costs. No need for an administrator or an accountant to follow up on these monthly fixed invoices, InvoiceSherpa does the work for you.
Increase cash flow!
Use your existing invoicing
With a few clicks we can create a custom portal that allows your customers to view, pay, and ask questions about all of their invoices:
View all of their invoices
Get a complete overview
Set up your customers with payment plans
Collect invoice payments
Our customer portal allows your customers to view, pay, and enroll in automatic payments and enable automatic payments for future invoices.
Syncs with your payment processor instantly.
Customers can pay you via Credit Card or ACH directly from the invoice reminder.
Seamlessly integrates with your payment processor in seconds.
*Chase Paymentech - Tampa Processing Platform (USD, CAD); Elavon (USD, CAD); First Data Merchant Services (FDMS); First Data Omaha (USD, CAD); First Data Nashville (USD, CAD); Global Payments - East Processing Platform (USD, CAD); Heartland Payment Systems (USD); TSYS Acquiring Solutions (USD); Heritage WorldPay (USD); Vantiv / WorldPay Core (USD); EVOSnap (USD, CAD); NAB EPX (USD, CAD).
Integrate with your current payment processing solution in minutes. Our A/R automation software will easily allow you to collect payments, in real time, from the email or text reminder sent out by our system.
When a payment is collected you will be alerted and a payment will be posted directly to the invoice in your accounting software so there’s no need to double enter.
All payments, both inbound and outbound are automatically booked into your accounting system against the appropriate invoice, bill, or customer. We can even automatically reconcile your deposits!
Auto Revenue: Set automatic charges either on due date or selected invoice date.
Auto Charge: Eliminate the chase. Set up clients on AutoPay to save the hassle and guarantee your payment.
Auto Sync: Payments received will automatically update and synchronize with your accounting platform - no accountant needed!
Auto Late Fee: Apply a customized and automatic late fee to all past due invoices.
InvoiceSherpa seamlessly connects to your payment processor within seconds, giving your customers the convenience of instant payment via the invoice.
Choose which customers you want to bill, prioritize the payment gateway to use, and select invoices to be automatically paid.
Let our accounts receivable automation software do the work by auto charging all of your scheduled auto payments, ultimately accelerating your cash flow.